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Roberts Wealth Advisors’s Chewy CHWY Stock Holding History

Roberts Wealth Advisors’s Portfolio CHWY Stock Details CHWY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-30,219
Closed -$1.15M – 85
2022
Q3 		$1.15M Buy
30,219
+649
+2% +$25.8K 0.56% 51
2022
Q2 		$1.3M Buy
29,570
+1,373
+5% +$44K 0.57% 50
2022
Q1 		$1.15M Buy
28,197
+2,897
+11% +$132K 0.45% 62
2021
Q4 		$1.45M Buy
25,300
+975
+4% +$63.8K 0.52% 57
2021
Q3 		$1.66M Buy
+24,325
New +$2.01M 0.66% 49

Other funds holding CHWY

BPA
BC Partners Advisors New York $9.17B AUM 97.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return